Independent Financial Adviser Spain

hace 2 meses


Marbella, España Prestige IFA Jobs A tiempo completo

Job Description
Our brand new client is seeking an experienced and dedicated Independent Financial Advisor for an exciting opportunity to showcase expertise in the financial sector. They are a leading financial advisory firm based in the vibrant Costa del Sol, specializing in providing holistic financial advice to Expats living in the EU and Switzerland.
Responsibilities:

Provide expert financial advice and guidance to clients, addressing their unique financial goals, challenges, and aspirations.
Conduct thorough financial assessments and analyses to develop customized financial plans aligned with client objectives.
Offer recommendations on investment strategies, retirement planning, estate planning, tax optimization, and other relevant financial matters.
Leverage strong relationship-building skills to generate leads through proactive networking, referrals, and marketing initiatives to expand the client base.
Utilize active listening and emotional intelligence to understand client needs and offer solutions that address both their financial and emotional concerns.
Build and maintain strong client relationships through persuasive, confident communication and ongoing support.
Demonstrate persistence in following up with potential clients, overcoming objections, and closing sales.
Stay updated on industry trends, regulations, and best practices to ensure the delivery of cutting-edge financial solutions.

Requirements:

Proven experience as an Independent Financial Advisor, with a track record of success in delivering top-notch financial services.
Strong knowledge of financial planning principles, investment products, and regulatory requirements.
Sales-focused mindset with excellent communication, interpersonal, and analytical skills.
Ability to work independently and remotely while maintaining high levels of productivity and professionalism.
Goal-oriented with a drive to exceed client expectations and meet sales targets.
Relevant certifications (e.g., CFP, CFA, Series 7) preferred.
Fluency in English; additional languages such as Spanish, German, or French are a plus.

Benefits:

Unlimited earning potential through a commission-only structure.
Opportunities for professional development and career advancement within a dynamic and supportive environment.
Collaborative culture that values innovation, diversity, adaptability, and continuous learning.

Please note: This position would typically suit both experienced and qualified IFA candidates, and those keen on embarking on a career in financial services and wealth management. This position is NOT for someone from the accounting/auditing or financial management profession. This is a client-facing, sales and targets driven profession. Please only apply if you have the required financial services sales aspirations.
#J-18808-Ljbffr



  • Marbella, España Prestige Ifa Jobs A tiempo completo

    Job Description Our brand new client is seeking an experienced and dedicated Independent Financial Advisor for an exciting opportunity to showcase expertise in the financial sector. They are a leading financial advisory firm based in the vibrant Costa del Sol, specializing in providing holistic financial advice to Expats living in the EU and Switzerland....


  • Marbella, España Prestige Ifa Jobs A tiempo completo

    Job Description Our brand new client is seeking an experienced and dedicated Independent Financial Advisor for an exciting opportunity to showcase expertise in the financial sector.They are a leading financial advisory firm based in the vibrant Costa del Sol, specializing in providing holistic financial advice to Expats living in the EU and...


  • Marbella, España Prestige IFA Jobs A tiempo completo

    Job DescriptionOur brand new client is seeking an experienced and dedicated Independent Financial Advisor for an exciting opportunity to showcase expertise in the financial sector. They are a leading financial advisory firm based in the vibrant Costa del Sol, specializing in providing holistic financial advice to Expats living in the EU and...


  • Marbella, España Prestige IFA Jobs A tiempo completo

    Job DescriptionOur brand new client is seeking an experienced and dedicated Independent Financial Advisor for an exciting opportunity to showcase expertise in the financial sector. They are a leading financial advisory firm based in the vibrant Costa del Sol, specializing in providing holistic financial advice to Expats living in the EU and...


  • Marbella, España Prestige Ifa Jobs A tiempo completo

    Job DescriptionOur brand new client is seeking an experienced and dedicated Independent Financial Advisor for an exciting opportunity to showcase expertise in the financial sector. They are a leading financial advisory firm based in the vibrant Costa del Sol, specializing in providing holistic financial advice to Expats living in the EU and...


  • Marbella, España Prestige Ifa Jobs A tiempo completo

    Job DescriptionOur brand new client is seeking an experienced and dedicated Independent Financial Advisor for an exciting opportunity to showcase expertise in the financial sector. They are a leading financial advisory firm based in the vibrant Costa del Sol, specializing in providing holistic financial advice to Expats living in the EU and...

  • Financial Advisers

    hace 4 meses


    Marbella, España Alexander Peter Wealth Management A tiempo completo

    Do you have excellent communication skills and a drive to succeed? Do you want the chance to work abroad with a great earnings potential?Alexander Peter Wealth Management are looking for the most talented, motivated financial consultants who are looking for a new opportunity.Your role will be to assist expatriates in the most efficient wealth planning...

  • Financial Advisers

    hace 2 meses


    Marbella, España Alexander Peter Wealth Management A tiempo completo

    Do you have excellent communication skills and a drive to succeed? Do you want the chance to work abroad with a great earnings potential? Alexander Peter Wealth Management are looking for the most talented, motivated financial consultants who are looking for a new opportunity. Your role will be to assist expatriates in the most efficient wealth planning...

  • Financial Advisers

    hace 4 meses


    Marbella, España Alexander Peter Wealth Management A tiempo completo

    Do you have excellent communication skills and a drive to succeed?Do you want the chance to work abroad with a great earnings potential?Alexander Peter Wealth Management are looking for the most talented, motivated financial consultants who are looking for a new opportunity.Your role will be to assist expatriates in the most efficient wealth planning...

  • Financial Advisers

    hace 3 semanas


    Marbella, España Alexander Peter Wealth Management A tiempo completo

    Do you have excellent communication skills and a drive to succeed? Do you want the chance to work abroad with a great earnings potential?Alexander Peter Wealth Management are looking for the most talented, motivated financial consultants who are looking for a new opportunity.Your role will be to assist expatriates in the most efficient wealth planning...

  • Financial Advisers

    hace 2 semanas


    Marbella, España Alexander Peter Wealth Management A tiempo completo

    Do you have excellent communication skills and a drive to succeed? Do you want the chance to work abroad with a great earnings potential?Alexander Peter Wealth Management are looking for the most talented, motivated financial consultants who are looking for a new opportunity.Your role will be to assist expatriates in the most efficient wealth planning...


  • Marbella, Málaga, España Prestige Ifa Jobs A tiempo completo

    About Our ClientPrestige Ifa Jobs is proud to partner with a leading financial advisory firm based in Costa del Sol, Spain.About the JobWe are seeking an experienced and dedicated Independent Financial Advisor to showcase expertise in the financial sector.The successful candidate will provide expert financial advice and guidance to clients, addressing their...


  • Marbella, Málaga, España Prestige Ifa Jobs A tiempo completo

    About Us: Prestige IFA Jobs is a leading financial advisory firm based in the vibrant Costa del Sol, specializing in providing holistic financial advice to Expats living in the EU and Switzerland.Job Overview: We are seeking an experienced and dedicated Independent Financial Advisor to showcase expertise in the financial sector. Salary: The estimated annual...

  • Wealth Manager Spain

    hace 2 meses


    Marbella, España Prestige IFA Jobs A tiempo completo

    About the Job Our client is seeking an experienced and dedicated Independent Financial Advisor for an exciting opportunity to showcase expertise in the financial sector. They are a leading financial advisory firm based in La Cala de Mijas, Costa del Sol, specializing in providing holistic financial advice to Expats living in the EU and Switzerland. About the...


  • Marbella, España Prestige Ifa Jobs A tiempo completo

    About the Job Our client is seeking an experienced and dedicated Independent Financial Advisor for an exciting opportunity to showcase expertise in the financial sector. They are a leading financial advisory firm based in La Cala de Mijas, Costa del Sol, specializing in providing holistic financial advice to Expats living in the EU and Switzerland. About the...

  • Wealth Manager Spain

    hace 2 meses


    Marbella, España Prestige Ifa Jobs A tiempo completo

    About the JobOur client is seeking an experienced and dedicated Independent Financial Advisor for an exciting opportunity to showcase expertise in the financial sector. They are a leading financial advisory firm based in La Cala de Mijas, Costa del Sol, specializing in providing holistic financial advice to Expats living in the EU and Switzerland.About the...

  • Wealth Manager Spain

    hace 2 meses


    Marbella, España Prestige Ifa Jobs A tiempo completo

    About the JobOur client is seeking an experienced and dedicated Independent Financial Advisor for an exciting opportunity to showcase expertise in the financial sector. They are a leading financial advisory firm based in La Cala de Mijas, Costa del Sol, specializing in providing holistic financial advice to Expats living in the EU and Switzerland.About the...

  • Wealth Manager Spain

    hace 2 meses


    Marbella, España Prestige Ifa Jobs A tiempo completo

    About the Job Our client is seeking an experienced and dedicated Independent Financial Advisor for an exciting opportunity to showcase expertise in the financial sector.They are a leading financial advisory firm based in La Cala de Mijas, Costa del Sol, specializing in providing holistic financial advice to Expats living in the EU and Switzerland.About the...

  • Wealth Manager Spain

    hace 3 semanas


    Marbella, España Prestige IFA Jobs A tiempo completo

    About the JobOur client is seeking an experienced and dedicated Independent Financial Advisor for an exciting opportunity to showcase expertise in the financial sector. They are a leading financial advisory firm based in La Cala de Mijas, Costa del Sol, specializing in providing holistic financial advice to Expats living in the EU and Switzerland.About the...

  • Wealth Manager Spain

    hace 3 semanas


    Marbella, España Prestige IFA Jobs A tiempo completo

    About the JobOur client is seeking an experienced and dedicated Independent Financial Advisor for an exciting opportunity to showcase expertise in the financial sector. They are a leading financial advisory firm based in La Cala de Mijas, Costa del Sol, specializing in providing holistic financial advice to Expats living in the EU and Switzerland.About the...